Maximize the ROI of Your Marketing Tech Stack
Martech Audit & Utilization Services
Your tools should be driving growth—not causing confusion. We help teams audit, align, and optimize their entire martech ecosystem so they can drive more value from the platforms they already have.
The tech isn’t the problem
it’s just not being used properly.
What’s Included: Deep Audit + Strategic Optimization
Get clarity on your tech stack—and make it actually work for your team.
We assess your martech stack through a strategic, execution-ready lens. We look beyond basic tool usage to align your tech with business goals, workflows, and revenue-generating activities.
What’s Included: Martech Audit & Utilization
Get the most out of your technology investment.
Here’s what we help teams uncover and improve:
🔍 Full Martech Stack Audit
We inventory every tool, platform, and license—documenting what’s working, what’s overlapping, and what’s underused.
🧩 Integration Planning & Recs
Recommend low-lift integrations and workflow adjustments to improve speed and consistency.
🔁 Process & Workflow Alignment
Map martech tools to core GTM workflows—from lead routing and nurturing to attribution and reporting.
🧪 Utilization Analysis
Evaluate how tools are used across marketing, sales, and ops teams.
📚 Want help automating your performance reporting and unlocking more ROI?
Explore our Automated Marketing Performance Reports
You already bought the tools. Now it’s time to make them work.
Where Martech Optimization Pays Off
The right audit can eliminate waste, improve speed, and boost campaign ROI.
We’ve helped dozens of companies refocus their martech spend, increase adoption, and reduce campaign execution friction across teams.
Here’s how we’ve helped:
💸 Reduce Tool Sprawl
One client cut $42K/year in unused licenses while increasing marketing velocity.
🚀 Improve Campaign Execution Speed
Mapped workflows between CRM, MAP, CMS, and project management tools to reduce launch time by 37%.
🔁 Reintegrate Disconnected Tools
Reconnected attribution tools to CRM to ensure campaign influence was captured and reported.
🤖 Unlock Advanced Platform Capabilities
Enabled full utilization of automation, scoring, and AI features within their existing martech.
📚 Want help mapping, prioritizing, and optimizing your martech stack?
Check out our Advanced Attribution & Automation Services
How It Works: Audit to Optimization
We help marketing leaders regain control and deliver impact — fast.
From Stack Bloat to Strategic Execution. We don’t just hand you a spreadsheet. Our audits turn into action plans—backed by enablement, templates, and a clear path forward.
What Our Process Looks Like:
✔ Discovery Session with Stakeholders (Marketing, Ops, RevOps, Sales)
✔ Inventory & License Documentation
✔ Utilization Benchmarking (by tool, team, and workflow)
✔ ROI & Cost Review
✔ Recommended Optimizations & Removals
✔ Integration & Automation Planning
✔ Playbook for Future-State Utilization
Project Snapshot: Martech Audit & Optimization
A sample engagement at a glance
✔ Company Type: Mid-Market SaaS, B2B Tech, Series C+
✔ Engagement Type: Martech Audit + Workflow Mapping
✔ Focus Areas: Martech ROI, Tool Utilization, Campaign Enablement
✔ Internal Teams Involved: RevOps, Marketing, Demand Gen, Sales, Execs, Mar
✔ Timeline: 4 Weeks
✔ Deliverables: Tech Stack Audit & Recommendations, Utilization Benchmarks & Scorecards, Integration Recommendations, Workflow Maps, Future-State GTM Playbook
Ready to Take Control of Your Martech Stack?
Cut the clutter. Improve adoption. Drive more value. Stop wasting budget on underutilized tools and fragmented workflows. We’ll help you simplify, align, and accelerate your marketing execution by optimizing the tech you already have.